|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |
![]() |
![]() |
Go ![]() | New ![]() | Find ![]() | Notify ![]() | Tools ![]() | Reply ![]() | |
| New Member |
I'm wanting to track my sales people by the number of notes that they enter against clients, per day. A summary and and count at the end would be great! I've looked at all the reports and I can't see anything that fits the bill. Anyone got any idea's or suggestions? | ||
|
| Master |
Since you want your report to include those notes made within a specific time frame by a certain user first Search > Notes... by the criteria you wish and with the resulting list generate a report Report > Address Book > Note Report... IRIS | |||
|
| Powered by Social Strata |
| Please Wait. Your request is being processed... |
|
|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

